+358.3%
DELL vs SBUX
+21.6%
+336.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.5% | +12.5% | +11.9% |
| 7D | +8.2% | -5.5% | +13.7% | +7.7% |
| 30D | +17.1% | -8.5% | +25.6% | +16.2% |
| 3M | +45.2% | -2.9% | +48.1% | +45.1% |
| 6M | +286.8% | -1.5% | +288.3% | +285.1% |
| YTD | +354.8% | +19.4% | +335.4% | +362.2% |
| 1Y | +358.3% | +22.9% | +335.3% | +368.3% |
| All | +358.3% | +21.6% | +336.7% | +368.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling